Automatically scraped from Tonghuashun and Eastmoney every day at 08:00 Beijing time via cron, with summaries rewritten by Doubao. For information compilation only, does not constitute investment advice.

Tonghuashun 7/24

Everbright Futures: Overnight gold weakened slightly, watch tonight’s non-farm payroll data

2026/8/7 10:46:00

Latest analysis from Everbright Futures: Overnight gold weakened slightly, London spot gold held the $4200 per ounce mark, and domestic and overseas gold futures edged down slightly. The market is focused on the US July non-farm payroll data to be released tonight, with current expectations of 83,000 new jobs and an unemployment rate of 4.3%. Gold volatility may intensify after the data is released. Geopolitical tensions between the US and Iran remain uncertain, which may push up oil prices and affect the Fed’s inflation judgment, so a September interest rate hike is still possible.

DeepSeek’s call volume reaches 3 times that of OpenAI, OpenAI chooses free access after discounts fail to work

2026/8/7 10:42:45

On August 6, OpenAI announced that it will upgrade the default model for free users to GPT-5.6 Luna, opening unlimited text chat to benefit about 1 billion ChatGPT users worldwide. Previously, DeepSeek announced that it would significantly raise the pricing of its API services, and its current model call volume has reached three times that of OpenAI. The contrasting strategies of the two companies reflect that the rise of domestic open-source models is forcing the restructuring of the global AI pricing system.

Hong Kong stock MINIMAX-W rises over 21%

2026/8/7 10:41:25

The stock with abnormal movement this time is Hong Kong-listed MINIMAX-W, a scarce listed asset in the large AI model track, and no clear catalytic announcement for this stock price movement has been disclosed yet. In the latest trading day, the stock rose 21.47% to HK$360.40, a single-day gain of over 21%. This rise both reflects the bullish sentiment in the secondary market for AI-related assets, and also pushes the company’s total market capitalization significantly higher.

FTSE China A50 Index Futures rises 1%

2026/8/7 10:31:50

The asset covered in this news is the overseas-listed FTSE China A50 Index Futures, with the core event that its intraday gain expanded to 1%. The FTSE China A50 Index tracks the 50 core large-cap blue-chip assets in the A-share market with the highest market capitalization and best liquidity, and its corresponding futures are the core leading indicator for foreign investors to judge the short-term trend of A-shares. This rise reflects the relatively optimistic expectations of overseas funds for the short-term performance of A-shares.

Total value of China’s goods trade import and export in the first 7 months of this year was 30.13 trillion yuan, up 17.3% year-on-year

2026/8/7 10:30:52

Data released by the General Administration of Customs shows that the total value of China’s goods trade import and export in the first 7 months of this year was 30.13 trillion yuan, up 17.3% year-on-year, of which exports were 17.44 trillion yuan, up 14%, and imports were 12.69 trillion yuan, up 22%. In July alone, imports and exports reached 4.66 trillion yuan, up 19.2% year-on-year, 2.3 percentage points faster than the growth rate in the first half of the year. The scale of imports and exports has exceeded 4 trillion yuan for 5 consecutive months, and the new and optimized development of the domestic economy provides support for foreign trade growth.

Main contract of CSI 300 Index Futures (IF) rises over 1% intraday

2026/8/7 10:30:46

Finance brief: The relevant asset is the main contract of CSI 300 Index Futures (IF), whose corresponding spot asset is the CSI 300 Index covering core large-cap blue chips in both Shanghai and Shenzhen markets. During the trading day, the contract’s gain exceeded 1%, with the latest quote at 4648.6 points. This trend reflects rising short-term bullish sentiment in the market for the large-cap blue chip sector, and has certain forward-looking reference significance for the trend of the A-share spot market.

Eastmoney 7/24

Semiconductor equipment sector continues to strengthen! E Fund Semiconductor Equipment ETF (159558) rises nearly 3%, HBM capacity expansion drives high equipment demand prosperity

2026/8/7 10:45:51

Affected by the high prosperity of semiconductor equipment demand driven by HBM capacity expansion, the semiconductor equipment sector continues to strengthen. As of 10:43 on August 7, 2026, E Fund Semiconductor Equipment ETF (159558) rose 2.84% to 1.158 yuan, with an intraday amplitude of 4.44%, cumulative turnover of 855 million yuan on the day, significantly enlarged turnover rate, and trading activity ranks among the top among similar themed ETFs.

Consumer electronics industry chain strengthens across the board! E Fund Consumer Electronics ETF (562950) rises over 3%, PCB limit-up wave catalyzes sector sentiment recovery

2026/8/7 10:45:25

At 10:43 on August 7, 2026, catalyzed by the wave of limit-ups in the PCB sector, the consumer electronics industry chain strengthened across the board, and sector sentiment recovered. E Fund Consumer Electronics ETF (562950) rose 3.17% to 1.626 yuan, with an intraday amplitude of 3.87%. As of this point, the turnover reached 52.04 million yuan, with a trading volume of 32.58 million lots, and trading activity has increased significantly.

Loud hawkish voices inside the FED! Another official shouts: High inflation cannot be tolerated for the sake of ‘future productivity’

2026/8/7 10:43:00

The Fed has recently released intensive hawkish signals. On Thursday local time, St. Louis Fed President Alberto Musalem publicly stated that the Fed’s inflation target is still facing sustained pressure, monetary policy needs to continue to focus on reducing inflation levels, and current high inflation cannot be tolerated in pursuit of future productivity growth. This statement further strengthened the market’s expectation that the Fed will not ease monetary policy in the short term.

China’s soybean imports in July were 11.477 million tons, down 1.6% year-on-year

2026/8/7 10:42:39

China’s key commodity import data for July is released: iron ore and its concentrate imports were 108.085 million tons, up 3.3% year-on-year; crude oil imports were 35.726 million tons, down 24.3% year-on-year, a significant drop; soybean imports were 11.477 million tons, down 1.6% year-on-year. The import performance of the three types of commodities is differentiated, and the sharp drop in crude oil imports has attracted market attention.

Glass fiber concept fluctuates higher, International Composites rises over 10%

2026/8/7 10:41:11

The A-share glass fiber concept sector has fluctuated higher recently, covering assets including International Composites, China Jushi, Honghe Technology, Shandong Fiberglass, and Sinoma Science & Technology. Among them, International Composites rose more than 10%, and the other four constituent stocks followed suit. This sector abnormal movement reflects the increased short-term preference of secondary market funds for glass fiber related tracks, and no corresponding listed company has disclosed a special positive announcement triggering the abnormal movement yet.

TSMC and others developed single-layer MoS2 top-gate transistors

2026/8/7 10:40:49

[Brief] TSMC, together with the team from Taiwan’s Yangming Chiao Tung University, achieved a key breakthrough in next-generation semiconductor technology, jointly developing high-performance single-layer molybdenum disulfide (MoS2) top-gate transistors, and related results have been published in the academic journal Nature Electronics. This technology provides a new path for semiconductor manufacturing processes to break through existing silicon-based bottlenecks, and is expected to help break the limits of Moore’s Law and support the R&D and implementation of more advanced processes in the future.

Yahoo Finance

Mortgage rate predictions through 2030: What the market tells us

2025/8/19 03:58:26

This US mortgage rate forecast, derived from market trading signals and covering up to 2030, refers to core indicators including the Fed’s policy trend, the pace of inflation decline, and the supply and demand structure of the US housing market. The conclusions can provide interest rate dimension reference for medium and long-term decision-making of home buyers, credit institutions, and real estate investment assets. There is no signal of extreme interest rate spikes or sharp drops in the current mainstream market expectation.

Siemens Energy beats forecasts as AI data-center demand drives record orders: Q3 Earnings

2026/8/5 22:41:26

[Finance Brief] Relevant asset: Siemens Energy. The company’s latest disclosed Q3 earnings report shows that driven by the rapid growth of demand for data center energy supporting facilities pulled by global AI computing power construction, new orders in the period hit a record high, and revenue and profit performance both exceeded the market consensus expectation, which indirectly confirms the high prosperity of the upstream energy supporting track for computing power.

Analysts See More Upside for PLTR Stock as Palantir’s Explosive Growth Eases Competition and Valuation Concerns

2026/8/5 22:42:44

[Finance Brief] US stock big data service provider Palantir (ticker: PLTR) has recently received bullish ratings from analysts, who believe there is still upside for its stock price. Previously, the market generally had concerns about the stock regarding fierce track competition and high valuation, but Palantir’s current explosive growth performance has effectively alleviated the above two concerns, becoming the core basis for institutions to be optimistic about its future trend.